How Microsoft (MSFT) Featured in the Third-Quarter Tech Recovery
Royce & Associates, LLC (operating as Royce Investment Partners) recently released its "Small Cap Fund" third-quarter 2026 investor letter.
Posts Tagged ‘NASDAQ:MSFT’
Claude AI Portfolio: 8 Best-Performing Stocks in 2026
The use of AI for stock picking among retail and institutional investors is rising.
Microsoft (MSFT) Posted 43% Azure Growth, Yet Trades Below Its Own Five-Year P/E. A Real Discount?
Microsoft’s cloud business crossed a line it had never crossed before: Azure passed $100 billion in annual revenue for fiscal 2026.
Microsoft vs. Alphabet: Which AI Cloud Stock Is Cheaper After the Capital Spending?
Microsoft Corporation (NASDAQ:MSFT) and Alphabet Inc.
Microsoft (MSFT): Accelerating Azure Revenue Growth Drives Quarterly Gains
Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for “Mar Vista U.S. Quality Strategy”.
Why Microsoft (MSFT) Could Be a Major Beneficiary of the AI and Cloud Boom
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Cybersecurity Stocks to Buy According to Analysts
In this article, we will take a look at the 10 best cybersecurity stocks to buy according to analysts. Cybersecurity demand follows the movement of valuable data.
Is Microsoft’s (MSFT) AI Spending Finally Paying Off?
Microsoft (NASDAQ:MSFT) is up about 12% so far this year, and investors are nervous about whether the stock can keep growing.
Azure Momentum and Copilot Usage Data Drive Fundamental Strength for Microsoft (MSFT)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Jim Cramer Says Microsoft’s (MSFT) AI Investment Is Finally Paying Off
During the September 30 episode of Mad Money, Jim Cramer discussed how Microsoft Corporation’s (NASDAQ:MSFT) massive artificial intelligence investment is entering a new phase...
10 Best Growth Stocks to Buy Now According to Billionaires
Growth stocks in 2026 face a demanding question: how much of today’s revenue expansion will become cash that belongs to shareholders? The AI buildout is producing rapid sales...
10 Best AI Stocks to Buy According to Billionaire Ken Fisher
Billionaire Ken Fisher is the founder and executive chairman of Fisher Investments, a closely held money manager.
Jim Cramer Says Software Was the Story of Q3. The Numbers Agree
Salesforce, Inc. (NYSE:CRM) rose 46% over the third quarter, and Microsoft Corporation (NASDAQ:MSFT) rose 37%.
10 Best Cloud Computing Stocks to Buy According to Billionaires
Cloud infrastructure spending reached $143.4 billion in the second quarter of 2026, according to Synergy Research Group's July 30 market update.
11 Best Agentic AI Stocks to Buy Right Now
Agentic AI is pushing enterprise software toward systems that can carry work through several steps: find the relevant information, decide which tool to use, execute a task and...
How Much Revenue Visibility Does Microsoft’s Backlog Really Provide?
Microsoft Corporation (NASDAQ:MSFT) ended fiscal 2026 with $678 billion of commercial remaining performance obligations.
Can Microsoft Keep Growing Its Dividend Through the AI Spending Cycle?
Microsoft Corporation (NASDAQ:MSFT) can afford its dividend today.
Top 10 AI Stocks That Will Skyrocket
Artificial intelligence has moved from a software story into one of the largest infrastructure investment cycles in the technology sector.
Why Gabelli Bought Microsoft Corporation (MSFT) Near Its 52-Week Lows
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?
It was reported on September 17 that Nokia Oyj (NYSE:NOK) is extending its partnership with Microsoft Corporation (NASDAQ:MSFT) to build an agentic, unified data foundation combining...
Microsoft Corporation (MSFT) Wants AI to Do More. Can Customers Keep Up?
On September 25, Microsoft Corporation (NASDAQ:MSFT) announced a comprehensive overhaul of its Copilot ecosystem, introducing a central workspace structure consisting of Home, ...
Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling...
Microsoft (MSFT) Puts GitHub’s Coding Engine Inside the App Office Workers Already Use
Microsoft Corporation (NASDAQ:MSFT) added a tool called Code to its Copilot app on September 25.
Azure’s Inflection Point: Can Microsoft (MSFT) Balance AI Growth With Capex Risk?
Microsoft Corporation (NASDAQ:MSFT) has lagged the broader market amid growing concerns about ballooning capital expenditure.
Microsoft vs. Amazon: Which AI Cloud Stock Converts Capex Into Profits Better?
Microsoft Corporation (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN) are spending at extraordinary scale to own the AI cloud.
Can Microsoft (MSFT) Sustain its Recurring Cash Flows, Growing Payouts, and Azure Momentum?
A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT).
Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months
Nscale filed for a U.S.
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different.
Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?
Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial...
Microsoft’s Higher Dividend Comes with a Modest Yield and Heavy AI Spending
Microsoft Corporation (NASDAQ:MSFT) has raised its quarterly dividend to $0.98 per share from $0.91, an increase of 7 cents, or about 8%.
Microsoft (MSFT) Puts a Clock on Free Xbox Cloud Gaming
On September 3, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT)'s Xbox division will impose monthly time limits on cloud gaming for Game Pass subscribers starting...
Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War
Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns.
Amazon and Microsoft Can Buy GPUs. But U.S. Construction Is Short 439,000 Workers
The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S.
Jim Cramer Wondered Whether Microsoft Corporation (NASDAQ:MSFT) Isn’t “That” Dependent On AI
Microsoft Corporation (NASDAQ:MSFT) 's shares have marked a major turnaround in 2026.
Jim Cramer Praises Microsoft (MSFT) for Its Permian Power Plan with Chevron (CVX)
During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership...
Microsoft’s ‘Useful Yield’ Test Raises the Stakes for NVIDIA’s AI Economics
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation...
Bernie Sanders Wants to Ban Superintelligence. What It Means for Microsoft and Amazon
Senator Bernie Sanders and Representative Greg Casar announced forthcoming legislation on September 3 that would permanently ban artificial superintelligence and temporarily pause...
Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day
On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking...
Satya Nadella Sold $43 Million of Microsoft Under a Trading Plan. Is the Insider Signal Really Bearish?
Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million.
ChronoScale Says It Plans a 50 MW Microsoft AI Deployment. Can CHRN Fund the Build Without Diluting Shareholders?
ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling.
OpenAI Declares “AGI Era” With Astra Launch. Anthropic’s Fable 5.1 More Than Doubled Its Predecessor’s Science Score. MSFT and AMZN Both Win, but One Has A Slight Edge
OpenAI President Greg Brockman ended a September 3 briefing on GPT-6 Astra with “Welcome to the AGI era,” after saying he personally believed OpenAI had reached AGI.
Microsoft Corporation (MSFT) Generates Revenues and Profits Beyond AI Theme
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Microsoft Signed a 20-Year AI Power Deal With Chevron. Is Power Becoming the New Chip Shortage?
Microsoft's next major AI constraint may be measured in turbines rather than processors.
Microsoft’s AI Capex Problem Just Got Harder for Bears to Defend
Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand.
Microsoft Made $24.1 Billion From OpenAI in 2026. Investors Still Can’t See One Crucial Number
Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship.
Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave
The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising.
AWS Was Lagging Microsoft Azure and Google Cloud in Growth—Is Amazon Finally Catching Up?
According to Rosenblatt’s Scott Devitt, Amazon (NASDAQ:AMZN)'s leading position in artificial intelligence remains underappreciated.
Jim Cramer Was Left Impressed By Microsoft Corporation (NASDAQ:MSFT)’s Conference Call
Microsoft Corporation (NASDAQ:MSFT)'s shares have witnessed a major turnaround in 2026. They are up by 2% year-to-date, primarily on the back of 23.7% gain since late July.
Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?
Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That's starting to change.
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